Credit Union:

OnPoint Community Credit Union


Portland, OR





Job Description:


Have a working knowledge of the following and be able to guide staff through procedures, including complex situations, while providing world-class service:

  • Business Memberships
  • Fiduciary Memberships
  • IRA & HSA Plans
  • Tax Information Reporting
  • Contribute to a sense of teamwork and purpose within the department through collaboration and making informed recommendations / decisions
  • Provide professional, high-quality service to our members and all fellow employees
  • Provide input in increasing operational efficiencies and controlling department / OnPoint expenses
  • Comply with all security, confidentiality, and internal control procedures
  • Schedule time and resources to ensure all work is completed accurately and on schedule
  • Assist in completing various tasks within Operations as needed

Knowledge, Skills & Abilities:

  • Motivated self-starter with a demonstrated ability to work independently and a desire to increase their responsibility and value to OnPoint. Is viewed as a resource throughout the Credit Union.
  • History of successfully handling multiple tasks in a fast paced environment, while making sound decisions and consistently achieving performance expectations.
  • Ability to successfully resolve difficult member interactions in order to obtain a positive resolution for both OnPoint and the member.
  • Ability to use and adapt to changing technology and systems
  • Effective verbal and written communication skills, ability to document procedures
  • Ability to independently identify, analyze, and resolve operational and member issues
  • Strong understanding of credit union operations, procedures and applicable regulations
  • Proven accuracy, thoroughness, analytical and organizational skills in completing work assignments.


  • High school graduate or GED required
  • Experience with Individual Retirement Accounts and Health Savings Accounts preferred
  • Experience with Fiduciary & Business Memberships preferred